+138,844.2%
UNH vs THC
+573.0%
+138,271.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.7% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | +6.5% | +9.0% | -2.6% | +4.8% |
| 3M | +0.8% | +12.9% | -12.1% | -1.5% |
| 6M | +6.1% | +52.8% | -46.8% | -2.4% |
| YTD | +24.5% | +47.4% | -23.0% | +14.6% |
| 1Y | +26.3% | +47.7% | -21.4% | +16.1% |
| 3Y | -20.7% | +444.7% | -465.4% | -44.3% |
| 5Y | -3.6% | +269.3% | -272.8% | -30.5% |
| 10Y | +225.1% | +1,913.5% | -1,688.5% | +44.2% |
| All | +138,844.2% | +573.0% | +138,271.2% | +42,279.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded THC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling